Portfolio (Quarterly) Guide ↗

Seneca Financial Advisors LLC

· CIK 0002082922

13F Portfolio $341M AUM 64 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 1 New 18 Added 14 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	PWB	INVESCO EXCHANGE TRADED FD T	—	1,582	$201K	0.06%	SOLD

Sector Allocation

Industrials 31.8%

Technology 21.9%

Energy 21.6%

Financial Services 8.5%

Consumer Cyclical 5.2%

Communication Services 4.6%

Healthcare 3.9%

Real Estate 1.6%

Utilities 0.9%